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FormulaFolio Investments’s C.H. Robinson CHRW Stock Holding History

FormulaFolio Investments’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$6K Hold
64
– – ﹤0.01% 317
2021
Q1 		$6K Sell
64
-3,883
-98% -$363K ﹤0.01% 321
2020
Q4 		$370K Buy
+3,947
New +$377K 0.01% 487

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's CHRW Position: Q2 2021 in Review

FormulaFolio Investments held its C.H. Robinson (CHRW) position steady in Q2 2021 at 64 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

FormulaFolio Investments first reported a position in CHRW in Q4 2020 and has held it in 3 quarters since. The position peaked at $370K in Q4 2020. 588 funds tracked by Wall St. Rank hold CHRW as of Q2 2021.

  • FormulaFolio Investments held 64 shares of C.H. Robinson worth $6K as of Q2 2021.
  • FormulaFolio Investments left its C.H. Robinson share count unchanged in Q2 2021.
  • C.H. Robinson made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #317 holding.
  • FormulaFolio Investments first reported a position in C.H. Robinson in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's C.H. Robinson position peaked at $370K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.